The second whitepaper in LIMRA’s Six Key Forces Reshaping Financial Services Distribution
examines how firms are redefining how they attract, develop, and transition talent and practices.
The first white paper in LIMRA’s Six Key Forces Reshaping Financial Services Distribution series explores how strategic consolidation, driven by M&A and private equity activity, are moving competition beyond scale toward capabilities, technology, and execution.
Dan Beatrice serves LIMRA's independent insurance research program for studies pertaining to independent sales professionals and intermediaries. He is Project Director for wholesaler compensation studies in the U.S. and Canada. He serves as staff representative for LIMRA's Financial Management Research Committee.